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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

338 hedge funds and large institutions have $7.22B invested in iShares MSCI USA Quality Factor ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+24
Holders Change %
+7.64%
% of All Funds
7.33%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.11%
New
63
Increased
153
Reduced
89
Closed
31
Calls
$47.6M
Puts
–
Net Calls
+$47.6M
Net Calls Change
-$55.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$790M
2
RBA
Richard Bernstein Advisors
New York
+$413M
3
Ameriprise
Ameriprise
Minnesota
+$386M
4
BlackRock
BlackRock
New York
+$144M
5
M&T Bank
M&T Bank
New York
+$131M

Top Sellers

1
S
Schroders
United Kingdom
-$166M
2
AIM
Astor Investment Management
Illinois
-$23.5M
3
GFPC
Global Financial Private Capital
Florida
-$18M
4
BFPW
BOK Financial Private Wealth
Colorado
-$15M
5
AEPG
American Economic Planning Group
New Jersey
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
226
Raab & Moskowitz Asset Management
New Jersey
$482K +$482K +5,452 New
XS
227
XR Securities
Illinois
$449K +$449K +5,071 New
PAG
228
Private Advisory Group
Washington
$441K – – –
WPSG
229
Wealth & Pension Services Group
Georgia
$428K +$428K +4,831 New
BTW
230
Boston Trust Walden
Massachusetts
$419K – – –
PP
231
Prudential plc
United Kingdom
$416K -$106K -1,200 -20%
APP
232
Avantax Planning Partners
Iowa
$414K – – –
MFW
233
Mosaic Family Wealth
Missouri
$413K +$17.3K +195 +4%
SFSG
234
Stearns Financial Services Group
North Carolina
$405K -$16K -181 -4%
SPC
235
Sigma Planning Corp
Michigan
$398K +$21.1K +238 +6%
AUB
236
Atlantic Union Bankshares
Virginia
$392K +$392K +4,423 New
BCA
237
Bay Colony Advisors
Massachusetts
$376K -$63K -718 -14%
BPWA
238
Beacon Pointe Wealth Advisors
California
$374K +$374K +4,222 New
FAM
239
Formidable Asset Management
Ohio
$373K +$294K +293,651 +372%
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$363K +$363K +4,100 New
FPGK
241
Financial Partners Group (Kansas)
Kansas
$359K +$99.6K +1,125 +38%
EWF
242
Epstein & White Financial
California
$358K +$18.7K +212 +6%
IAA
243
Independent Advisor Alliance
North Carolina
$356K – – –
ONST
244
Old North State Trust
North Carolina
$352K +$41.6K +470 +13%
Creative Planning
245
Creative Planning
Kansas
$349K +$109K +1,235 +46%
WIP
246
Wellesley Investment Partners
Massachusetts
$347K – – –
APA
247
American Portfolios Advisors
New York
$346K +$86.6K +978 +33%
PA
248
Parallel Advisors
California
$342K +$18.2K +206 +6%
AWM
249
Aries Wealth Management
Maine
$335K +$335K +3,786 New
Citigroup
250
Citigroup
New York
$334K -$721K -8,155 -68%
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